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Simplicity Wealth’s T. Rowe Price TROW Stock Holding History

Simplicity Wealth’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Buy
+2,253
New +$230K 0.01% 895
2024
Q3 		– Sell
-2,967
Closed -$342K – 1141
2024
Q2 		$342K Buy
2,967
+212
+8% +$24.4K 0.01% 907
2024
Q1 		$336K Buy
+2,755
New +$308K 0.01% 878

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Simplicity Wealth's TROW Position: Q2 2026 in Review

Simplicity Wealth opened a new position in T. Rowe Price (TROW) in Q2 2026: 2,253 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in TROW as recently as Q2 2024.

Simplicity Wealth first reported a position in TROW in Q1 2024 and has held it in 3 quarters since. The position peaked at $342K in Q2 2024. 1,164 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Simplicity Wealth held 2,253 shares of T. Rowe Price worth $256K as of Q2 2026.
  • T. Rowe Price was a new Simplicity Wealth position in Q2 2026.
  • T. Rowe Price made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #895 holding.
  • Simplicity Wealth first reported a position in T. Rowe Price in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's T. Rowe Price position peaked at $342K in Q2 2024.
  • 1,164 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.